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Bonus Deal
Robert: Legally Protect Retirement Funds From Estate and Income Taxes
My Work Sample:
One consultation for individuals between the ages of 45-80 with at least $1 million of investable assets and at least $250,000 in a retirement plan.
Service Provider
reviews coming soon!
Robert's Profile
• Tax Planning
• Legacy Planning
• Estate Planning
• Retirement Planning
Approximate Location: Eaton, CO 80615
Will Travel Up To: 100 miles
About Me:
Our specialized financial planning firm, in partnership with the tax attorney/plan creator, focuses on a unique proprietary, IRS-approved strategy to legally preserve and protect 401(k), 403(b), IRAs (Roth excluded), and other pension plans from federal and state income and estate taxes for certain high-net worth individuals/families.
Typical Rate: N/A
Licensed
Insured
Certified Financial Planner and insurance licenses
TryMyWork Promise
Trying a work sample places you under no obligation to hire Service Providers. If you choose to hire them, you pay them directly and they receive 100% of the payment for the job. TryMyWork collects only the $8 connection fee and never charges Service Providers a cent.
* Value determined by Service Provider or by TryMyWork’s estimation of market value.
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My Bonus Deal:
Sorry, this Service Provider is currently not offering a Bonus Deal, but you can still sample their work or skip the sample and hire them directly at their normal rate.
You can either try a sample first or get your Bonus Deal now. Either way you only pay TryMyWork one $8 connection fee.
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